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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is trending amid an FDA crackdown and DOJ referral over its compounded GLP-1 weight-loss drugs, sparking a heated debate between investors concerned about regulatory risks and those who view the company as a disruptive force challenging big pharma for affordable healthcare.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as its community anticipates the approaching 4/20 cultural event, rallying around its mission for global cannabis legalization and real-world utility while proclaiming itself "like Bitcoin but way higher" with a focus on long-term, patient growth.

Codatta

Codatta ($XNY) is trending as the community observes its strong resilience and swift recovery during Bitcoin's recent market volatility, fueling widespread bullish sentiment and expectations for new highs, particularly given its utility in AI data and upcoming on-chain fingerprint verification.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending amidst broader market fears that advanced AI agents could disrupt the enterprise software sector, despite community arguments that robust cybersecurity becomes even more critical. Adding to this volatility, recent reports indicate China has directed its firms to stop using Crowdstrike software, fueling a polarized debate between dip-buyers and those anticipating further pressure.

What Is Tezos (XTZ)?   Tezos is a high-performing blockchain and open-source platform for assets and applications, with a strong focus on code security, on-chain governance, and decentralization. Tezos 2.0, the upcoming step in the evolution of Tezos, aims to improve scalability (via layer 2s), composability, and to implement support to mainstream programming languages (like Javascript, Typescript, Python, and many others).   Initially built with formal verification in mind, the Tezos protocol enables builders to avoid bugs when developing smart contracts, making it particularly suited to applications that require a high degree of security and certainty.   Tezos’ LPoS (Liquid Proof-of-Stake) consensus mechanism enables any stakeholder to take part, directly or by delegation, in the consensus process, and to be rewarded for securing the network. Rather uniquely, Tezos’ on-chain governance system also enables stakeholders to create and vote on protocol upgrade proposals. This pioneering system allows the protocol to self-amend and upgrade itself without leading to a split (or fork) in the blockchain, empowering the community without slowing down innovation.   First proposed in 2014 and launched in 2018, the Tezos Mainnet has a proven track record of running uninterrupted ever since, having earned a strong reputation for technical excellence and a supportive community.    Who Are the Founders of Tezos? Tezos was conceived by Arthur and Kathleen Breitman in a 2014 white paper under the pseudonym L.M. Goodman in a nod to Satoshi Nakamoto, referencing a journalist who had misidentified the creator of Bitcoin.   In a previous paper, the Breitmans had argued that Bitcoin's biggest shortcomings were the lack of a governance process that invited contributions from its community of users, cost and centralization issues raised by its proof-of-work system, the limited expressiveness of its programming language which didn’t allow for smart contracts, and security

Tezos

Tezos (XTZ) is experiencing a fierce debate in the community, with bearish sentiment mocking "greedy bag holders" amidst recent price action, while proponents highlight a "Uranium Tokenization Breakthrough" on its Etherlink L2 and expanded staking accessibility as key catalysts.

Conagra Brands, Inc. engages in the manufacture and sale of processed and packaged foods. It operates through the following segments: Grocery and Snacks, Refrigerated and Frozen, International, and Foodservice. The Grocery and Snacks segment includes branded, and shelf stable food products sold in various retail channels in the United States. The Refrigerated and Frozen segment is composed of branded, and temperature-controlled food products sold in various retail channels in the United States. The International segment offers branded food products in various temperature states, sold in various retail and foodservice channels outside of the United States. The Foodservice segment focuses on branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products packaged for sale to restaurants and other foodservice establishments in the United States. The company was founded by Alva Kinney and Frank Little in 1919 and is headquartered in Chicago, IL.

Conagra Brands Inc

Conagra Brands is trending as its latest mixed earnings report fuels a community debate between investors accumulating the high-yield dividend stock as a deep value play amid a potential rotation into defensives, and those highlighting persistent sales declines, margin pressures, and recent analyst downgrades. The core discussion revolves around whether the packaged food company can overcome current headwinds given its deeply discounted valuation.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is actively discussed after its recent earnings beat and raised guidance surprisingly led to a sharp stock sell-off, prompting community speculation about market manipulation. This unexpected reaction is amplified by ongoing concerns that AI advancements, particularly from OpenAI, pose an existential threat to the broader SaaS sector, dividing investors between those fearing disruption and others viewing it as a prime buying opportunity.

UroGen Pharma Ltd. is a biopharmaceutical company, which engages in developing and commercializing innovative solutions that treat urothelial and specialty cancers. It also focuses on developing RTGel reverse-thermal hydrogel, a proprietary sustained release and hydrogel-based platform technology. The company was founded by Asher Holzer in 2004 and is headquartered in Princeton, NJ.

UroGen Pharma Ltd

UroGen Pharma is trending as community discussion centers on its recently FDA-approved bladder cancer drug, ZUSDURI, with significant sales anticipated once its permanent J-code becomes effective early next year. This, alongside positive UGN-103 trial results, fuels bullish sentiment and widespread speculation about the company being an attractive M&A candidate in the oncology sector.

EchoStar Corp. engages in the design, development, and distribution of digital set-top boxes and products for direct-to-home satellite service providers. It operates through the following business segments: Pay-TV, Retail Wireless, and Broadband and Satellite Services. The Pay-TV segment business strategy is to be the best provider of video services in the United States by providing products with the best technology, outstanding customer service, and great value. The Retail Wireless segment offers Retail Wireless services as well as a competitive portfolio of wireless devices. The Broadband and Satellite Services segment business strategy is to maintain and improve leadership position and competitive advantage through development of technologies and services marketed to selected sectors within the consumer, enterprise and government markets globally. The company was founded by Charlie William Ergen, Candy Ergen, and James DeFranco in 1980 and is headquartered in Englewood, CO.

EchoStar Corp - Ordinary Shares - Class A

EchoStar Corp

EchoStar is trending due to its substantial equity stake in SpaceX, acquired through recent spectrum sales, positioning it as a key proxy for the highly anticipated and potentially massive SpaceX IPO. Investors are actively debating the immense value this stake could unlock given SpaceX's rumored multi-trillion dollar valuation, though some express caution regarding Elon Musk's xAI merger plans.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is experiencing a significant market-wide downturn and liquidations, prompting widespread community debate on whether a bottom is forming, with many investors actively "buying the dip" amid prevailing fear while simultaneously discussing its growing utility as a foundational layer for AI communication and settlement.

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<ul class="summary-bullets"><li>In its filing, Amazon outlined that it may raise funds through a range of securities, including debt, equity, and hybrid securities.</li><li>Amazon has guided capital expenditures of around $200 billion for 2026.</li><li>Morgan Stanley highlighted the company’s potential as an “under-appreciated GenAI winner.”</li></ul>Amazon.com Inc. (AMZN) on Friday filed a new&nbsp;shelf registration statement with the U.S. Securities and Exchange Commission (SEC)&nbsp;that outlines the range of financial instruments it may offer to the public, including debt, equity, and hybrid securities to raise funds.However, the retail giant didn’t specify the size of any offering. Amazon stock traded over 8% lower in Friday’s premarket.&nbsp;<h2 class="st-heading-2">Amazon’s Capital Expenditure Plan&nbsp;</h2>The tech giant has guided capital expenditure of around $200 billion for 2026.&nbsp;“With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low-earth-orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Andy Jassy, President and CEO of Amazon, said in the fourth-quarter earnings report.Jassy explained that the capital expenditures would predominantly be in Amazon Web Services (AWS). AWS revenue in the fourth quarter (Q4) increased 24% year-on-year (YoY) to $35.58 billion.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">What Is the Street Saying?</h2>Morgan Stanley analyst Brian Nowak lowered the price target for Amazon shares to $300 from $315, but maintained an ‘Overweight’ rating, citing strong growth at Amazon Web Services (AWS) and improving efficiency in its Retail operations, according to The Fly.&nbsp;According to Nowak, Amazon’s consistent return on invested capital makes it a compelling long-term opportunity. The analyst highlighted the company’s potential as an “under-appreciated GenAI winner,” reflecting confidence in Amazon’s strategic positioning despite recent spending increases.Meanwhile, KeyBanc analyst Justin Patterson trimmed his price target from $308 to $285, keeping an ‘Overweight’ rating. The firm noted that Amazon’s Q4 results laid bare the effect of heavy capital expenditures to support anticipated AI workloads. This investment temporarily depresses free cash flow and earnings per share, though the firm still values long-term growth potential.AMZN stock has declined by over 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-roivant-sciences-stock-gain-pre-market-today/cZbFgIRR4FR">Why Did Roivant Sciences Stock Gain 9% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Amazon warehouse in Pawlikowice, Poland on May 29, 2025. 

Amazon Files For Mixed Shelf Offering To Support Future Capital Needs

Amazon shares traded 8% lower on Friday morning; the company did not specify the size of the offering in its filing.

Equity

Amazon shares traded 8% lower on Friday morning; the company did not specify the size of the offering in its filing.


Amazon Drops on Mixed Q4 & Capex Outlook: Buy the Dip With ETFs?

Amazon drops after mixed Q4 results and a massive AI-driven capex outlook. Is the selloff a buying opportunity via ETFs?

<ul class="summary-bullets"><li>Germany’s top competition regulator has barred Amazon from using automated tools to set prices charged by independent sellers on its marketplace.</li><li>Additionally, the cartel office imposed a disgorgement order of roughly 59 million Euros ($69.5 million) against Amazon.</li><li>Amazon has one month to appeal the ruling to Germany’s Federal Court of Justice.</li></ul>Germany’s Federal Cartel Office has taken decisive action against Amazon.com Inc. (AMZN), restricting how the global e-commerce giant can influence pricing on its German marketplace and imposing a financial penalty for anticompetitive conduct.The regulator said the conduct amounted to abuse of market power under both German competition law and European Union (EU) antitrust rules. Additionally, the cartel office imposed a disgorgement order of roughly 59 million Euros ($69.5 million) against Amazon, equivalent to the benefits the company gained from its anticompetitive behaviour.&nbsp;<h2 class="st-heading-2">Regulatory Block On Price Influence</h2>Germany’s top competition regulator has barred Amazon from employing automated tools that steer the prices charged by independent sellers on its marketplace. The authority concluded that Amazon’s existing mechanisms went beyond simply flagging potentially overpriced items and effectively controlled how third-party vendors set their prices.&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon stock</a> inched 0.1% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_050130_png_ce83faeac6.webp" alt="AMZN’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="926" height="101"><figcaption>AMZN’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Marketplace Operations In Focus</h2>On Amazon’s German platform, roughly 60% of goods are sold by third-party merchants rather than directly by Amazon, and these sellers traditionally determined their own list prices.&nbsp;The watchdog said the tools Amazon uses to manage prices are unclear and dependent on vague rules. Also, sellers are not clearly told how the price limits are decided. This creates a lack of transparency and an uneven playing field.&nbsp;<blockquote>“For affected sellers, Amazon’s interference in their pricing may result in them no longer being able to cover their own costs, forcing them out of the Marketplace.”-Andreas Mundt, President, Germany’s Federal Cartel Office</blockquote>Amazon now has one month to appeal the ruling to Germany’s Federal Court of Justice.AMZN stock has declined by over 1% in the last 12 months.&nbsp;Exchange Rate: €1 = $1.18Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-amgen-stock-falling-premarket/cZbZTJNR4VT">Why Is Amgen Stock Falling Premarket?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon Pricing Powers Curbed In Germany — Competition Authority Imposes $70 Million Fine

The regulator found that the conduct amounted to an abuse of market power under both German competition law and European Union (EU) antitrust rules. 

<ul class="summary-bullets"><li>Dan Ives envisions a scenario where Tesla’s energy, automotive, and AI capabilities might complement SpaceX’s aerospace operations and xAI’s artificial intelligence developments.</li><li>Tesla CEO Elon Musk confirmed that SpaceX has officially acquired xAI, combining their efforts to create a vertically-integrated innovation ecosystem.</li><li>Musk added that unlike traditional AI centers, SpaceX and xAI are exploring orbital solutions to meet the future demand for compute power.</li></ul>Dan Ives, managing director at Wedbush Securities, on Tuesday&nbsp;suggested that Tesla Inc. (TSLA) could eventually be integrated into Elon Musk’s growing AI and space ecosystem, which includes SpaceX and xAI.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2018652532441325713">post</a> on X, Ives noted that combining resources across space and terrestrial applications could create a more unified technological platform under Musk’s leadership.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_065604_png_be48f353c8.webp" alt="Screenshot 2026-02-03 065604.png" width="578" height="223"></figure><a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> traded over 1% higher in Tuesday’s premarket. However, on Stocktwits, retail sentiment around the stock remained in ‘extremely bearish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Tesla And Musk’s Space AI Ambitions</h2>On Monday, Tesla CEO Elon Musk confirmed that SpaceX has officially acquired xAI, combining their efforts to create a vertically-integrated innovation ecosystem that spans artificial intelligence, rockets, satellite internet, direct-to-device communications, and a global platform for real-time information and free speech.He added that unlike traditional AI centers, which rely on massive terrestrial data hubs that consume enormous energy, SpaceX and xAI are exploring orbital solutions to meet the future demand for compute power without straining Earth’s resources.&nbsp;<blockquote>“Current advances in AI are dependent on large terrestrial data centers, which require immense amounts of power and cooling. Global electricity demand for AI simply cannot be met with terrestrial solutions, even in the near term, without imposing hardship on communities and the environment.”-Elon Musk, CEO, Tesla&nbsp;</blockquote>How Tesla Could Fit Into Musk’s Broader AI EcosystemDan Ives envisions a scenario where Tesla’s energy, automotive, and AI capabilities might complement SpaceX’s aerospace operations and xAI’s artificial intelligence developments. He believes this alignment could strengthen Musk’s broader vision of a seamless AI ecosystem spanning Earth and space technologies.In late January, Ives had said that&nbsp;Tesla is entering what he sees as the most pivotal phase in its history, as attention shifts away from near-term vehicle deliveries and toward the company’s ambitions in autonomous driving and robotics.TSLA stock has gained over 9% in the last 12 months.&nbsp;Also See:&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://tocktwits.com/news-articles/markets/equity/pepsi-co-boosts-shareholder-returns-snack-affordability-revenue-gains/cZbitOqR4lw">PepsiCo Boosts Shareholder Returns And Snack Affordability Amid Revenue Gains</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives, Chairman of Eightco ($ORBS) attends during the Fan Event at World Flagship Space Seoul.

Dan Ives Sees Possibility Of Tesla Eventually Getting Merged With SpaceX And xAI

In a post on X, Ives noted that combining resources across space and terrestrial applications could create a more unified technological platform under Musk’s leadership.

ETFs in Spotlight as Tesla Tops Q4 Earnings, Dips on Revenue Miss

ETFs move into focus after Tesla beats on Q4 EPS but misses on revenues, sending shares lower despite record energy storage and heavy AI spending plans.

<ul class="summary-bullets"><li>Amazon plans to open more than 100 new Whole Foods Market locations over the next several years.</li><li>The retail giant said its Go and Fresh stores did not yet achieve the scale or differentiation needed for broader expansion.</li><li>The company said it is now exploring new store formats, including supercenter concepts.</li></ul>Amazon.com Inc. (AMZN) announced on Tuesday that it is closing its Amazon Go and Amazon Fresh stores to focus on more successful formats.In a blog post, the e-commerce giant said it plans to expand its fast delivery services, grow Whole Foods Market locations, and adjust its physical store footprint.<blockquote>“After a careful evaluation of the business and how we can best serve customers, we've made the difficult decision to close our Amazon Go and Amazon Fresh physical stores, converting various locations into Whole Foods Market stores.”–Amazon.com&nbsp;&nbsp;</blockquote><h2 class="st-heading-2">Whole Foods Expansion</h2>Amazon plans to open more than 100 new Whole Foods Market locations over the next several years, including additional Daily Shop stores. These smaller formats focus on quick-stop shopping with grab-and-go meals, coffee, and everyday essentials. Since acquiring Whole Foods in 2017, Amazon has seen over 40% sales growth across more than 550 stores.Amazon said that while its Go and Fresh stores served as innovation testing grounds, including the development of Just Walk Out checkout technology, they did not yet achieve the scale or differentiation needed for broader expansion. The retail giant added that it will continue to offer Amazon Fresh online delivery in served areas.<a href="https://stocktwits.com/symbol/AMZN">Amazon stock traded</a> over 1% higher by Tuesday mid-morning. However, on Stocktwits, retail sentiment around the stock shifted to ‘bearish’ territory from ‘normal’ the previous day amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_110146_png_df83615f78.webp" alt="AMZN’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="926" height="102"><figcaption>AMZN’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Amazon’s Grocery Efforts And What’s Ahead&nbsp;&nbsp;</h2>Amazon has experimented with physical grocery formats for nearly a decade. Its Go stores, known for Just Walk Out cashierless technology, debuted in 2018, promising shoppers an experience without checkout lines.&nbsp;That technology has since been adapted for use in third-party locations like stadiums and hospitals. The Fresh chain launched in 2020 as a full-service supermarket offering.The company said it is now exploring new store formats, including supercenter concepts combining groceries, household essentials, and general merchandise under one roof.&nbsp;AMZN stock has gained over 2% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/richtech-robotics-stock-jumps-what-is-the-connection-with-microsoft/cmya69iR4Lj">Richtech Robotics Stock Jumps 43% — What’s The Connection With Microsoft?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon Closes Its Fresh Grocery And Go Stores To Focus On Whole Foods Growth

The e-commerce giant said it plans to expand its fast-delivery services and grow its Whole Foods Market locations.

<ul class="summary-bullets"><li>Musk added that the limiting factor for widespread AI deployment is the ability to supply sufficient electricity to run advanced systems.</li><li>He predicted that hardware producers may soon build more chips than there is power to activate them.</li><li>The Tesla CEO said the company will sell its Optimus humanoid robots to everyday buyers by the end of 2027.</li></ul>Elon Musk on Thursday highlighted the challenges of artificial intelligence infrastructure at the World Economic Forum, at Davos, focusing on the rising costs and practical limits of powering AI systems.&nbsp;The billionaire entrepreneur outlined how the energy required to operate and expand AI computing capacity has emerged as a key constraint for future growth, a topic of growing importance as the technology spreads across industries.<h2 class="st-heading-2">Power Constraints And AI Growth</h2>Musk emphasized that energy, not just computing chips, will determine how quickly AI can scale, noting that the cost of AI infrastructure shifts almost monthly.&nbsp;He added that the limiting factor for widespread AI deployment is the ability to supply sufficient electricity to run advanced systems, and predicted that hardware producers may soon build more chips than there is power to activate them.&nbsp;<blockquote>“The limiting factor for AI deployment is fundamentally electrical power.”-Elon Musk&nbsp;</blockquote>However, Musk said that China is an exception because the country’s electricity growth is ‘tremendous’. He highlighted that China is deploying over 1000 gigawatts of solar energy.&nbsp;“Solar is by far the biggest source of energy. It’s really all about the sun. That’s why one of the things we will be doing with SpaceX within a few years is launching solar-powered AI satellites,” Musk stated.<h2 class="st-heading-2">AI, Robotics And Economic Abundance</h2>Musk said that widespread AI and humanoid robots could unlock unprecedented economic output, eventually creating an era of material abundance. He predicted robots could handle everything from manufacturing to elder care, freeing humans from many forms of labor.The Tesla CEO said the company will sell its Optimus humanoid robots to everyday buyers by the end of 2027. He added that some Optimus units are already performing basic duties on the production line, and he expects the robots to handle more sophisticated tasks by late 2026.Musk emphasized that sales to consumers will begin only when Tesla is “confident that it’s very high reliability, very high safety, and the range of functionality is also very high.”The ARK Autonomous Technology &amp; Robotics ETF (ARKQ) has gained over 54% in the last 12 months and the Vanguard Consumer Discretionary Index Fund ETF has added 5% in the same period.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-corcept-therapeutics-stock-surge-today/cmUC2kwR4XB">Why Did Corcept Therapeutics Stock Surge Over 14% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Elon Musk speaks onstage during the "Exploring the New Frontiers of Innovation: Mark Read in Conversation with Elon Musk" session at the Lumiere Theatre.

Elon Musk At Davos: Tesla CEO Warns AI Growth Hinges On Power Supply, Not Just Chips

The billionaire entrepreneur outlined how the energy required to operate and expand AI computing capacity has emerged as a key constraint for future growth.

Should You Invest in the Vanguard Consumer Discretionary ETF (VCR)?

More Fed Rate Cuts in 2026? ETFs to Play the Opportunities

Softer inflation and dovish signals point to more 2026 rate cuts. These ETFs can help investors ride potential gains.

Tesla Rally Signals a Bigger Investment Story: ETFs to Consider

TSLA hits record highs as investors shift focus beyond EVs to robotaxis and Optimus robots, reframing Tesla as a long-term bet.

Vanguard Group, Inc. - Vanguard Consumer Discretionary ETF

Up 5%

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Markets are hovering near key levels, making the next 5% move especially important for sentiment. A breakout higher could reinforce the bull case, while a 5% drop may signal rising risk and tighter conditions. Which comes first?

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